JFS Wealth Advisors »

iShares MSCI ACWI ex US Index Fund shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in iShares MSCI ACWI ex US Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI ex US Index Fund held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 44k 51.04
2023-09-30 $2.2M 46k 47.01
2023-06-30 $2.3M 46k 49.22
2023-03-31 $2.3M 47k 48.77
2022-12-31 $2.3M 50k 45.50
2022-09-30 $3.0M 75k 40.00
2022-06-30 $3.3M 73k 45.00
2022-03-31 $4.5M 86k 52.27
2021-12-31 $3.8M 68k 55.61
2021-09-30 $3.7M 67k 55.41
2021-06-30 $4.2M 73k 57.51
2021-03-31 $3.9M 70k 55.18
2020-12-31 $3.5M 66k 53.04
2020-09-30 $2.6M 57k 45.99
2020-06-30 $2.5M 57k 43.25
2020-03-31 $2.2M 57k 37.65
2019-12-31 $1.6M 33k 49.11
2019-09-30 $1.5M 32k 46.06
2019-06-30 $1.4M 29k 46.75
2019-03-31 $1.2M 27k 46.26
2018-12-31 $1.2M 28k 41.96
2018-09-30 $1.3M 28k 47.70
2018-06-30 $997k 21k 47.24
2018-03-31 $1.0M 21k 49.69
2017-12-31 $2.5M 50k 49.95
2017-09-30 $2.4M 50k 48.35
2017-06-30 $2.0M 44k 45.59
2017-03-31 $1.5M 36k 40.27
2016-12-31 $1.5M 36k 40.27
2016-09-30 $1.7M 42k 41.49
2016-06-30 $1.7M 44k 38.96
2016-03-31 $905k 23k 39.50
2015-12-31 $1.8M 46k 39.61

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
UBS Group
New York State Common Retirement Fund
Sageworth Trust Company
Johnson Financial Group
German American Bancorp
Factory Mutual Insurance Company
Regions Bank
Goldman Sachs Group
TLWM
Wellington Management Company
Amg National Trust Bank
Us Bancorp
Calamos Wealth Management
Captrust Financial Advisors

View all funds holding iShares MSCI ACWI ex US Index Fund